The Challenge

A CPA firm working with fintech and crypto platforms faced:

• Complex Digital Transactions: Reconciling wallets, Stripe, and ACH transfers.
• Revenue Recognition Confusion: Delays in mapping income from multiple platforms.
• Regulatory Pressure: Inconsistent reporting exposed clients to compliance risk.

Our Solution

We created a fintech-specific financial backend:

Multi-Platform Reconciliation

• Reconciled Stripe, Plaid, PayPal, and digital wallets across products.
• Created structured reports for revenue splits and transactional flows.

Compliance-Ready Books

• Maintained clear audit trails with SOC 2-aligned standards.
• Delivered investor and board-ready financials on a monthly basis.

The Results

After just six months of working with us, the business experienced tangible improvements:

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Key Takeaways

• Fintech CPA firms need outsourced accounting for complex transaction structures.
• SOC 2-style controls and reconciliation reduce audit exposure.
• Timely financials build investor and regulator trust.

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